Disenchanted by corporate greed and bureaucratic mandates, our founder Paul D. Shirer decided to make a real difference by establishing a firm based on the basic philosophy and tenets of always doing what was best for the person sitting across from him; the client. A simple but unfortunately uncommon practice especially in the financial services industry. Hence was born the DNA foundation for Perfect Timing Family Wealth.
Now over 25 years later, the firm is thriving with new partners and continued growth while never forgetting its originating and core principles. Based out of Toronto, Canada, our partners serve all encompassing financial needs of clients from British Columbia to Ontario to Nova Scotia. Every partner at Perfect Timing is 100% committed to always putting the client first, putting You First™.
For almost three decades, Paul has excelled as an independent, personal finance expert helping established Canadian families simplify and effectively allocate their personal financial resources. As a passionate consumer advocate with a focused vision, Paul embarked on a more meaningful entrepreneurial mission founding Perfect Timing Family Wealth in 1995. With his on-going emphasis on consumer education, Paul is often quoted in print media along with the odd, humble radio appearance; all while promoting a strong focus on health and fitness. Always an active lad from an early age (conquering ski mountains from the age of 3), Paul took his athletic journeys to another level in concert with the launch of Perfect Timing by entering the 1996 New York City Marathon. There was no looking back from there as he has competitively completed many other international marathons and half-marathons, 10km and 5km running events including three appearances in the Chicago Marathon and a return to New York City 20 years later in 2016.
Paul holds a B.Comm. in Finance along with various other somewhat boring but necessary industry licensing accreditations. Paul feels his true competency and knowledge-based edge is his attention to detail and costs along with his acute and patient listening skills. Paul always knows the most effective questions to ask. A short browse through our many client testimonials clearly reveals the vast and unique experience and expertise one gains when working with Paul and his skilled partners. Paul is very proud of his long-standing family history involving the original development of The Kingsway area of Etobicoke where he currently resides with his active family. You will be sure to see him on any given day running through the many serene winding streets and roads should you be venturing through the beautiful Kingsway neighbourhood of Toronto’s west-end.
Conor’s top priority is helping you make informed financial choices to grow your wealth with confidence and protect your family against the unexpected. A Certified Health Insurance Specialist (CHS®) designation holder, Conor specializes in family and executive estate planning. He also has extensive expertise and accreditations in investment planning and corporate life/health insurance solutions. Conor has made regular radio appearances and has been invited to speak at numerous conferences and seminars on the fundamentals of personal and corporate financial planning.
Conor attended university in Kentucky on a swimming scholarship where he competed at the national collegiate level, setting several school records and qualifying for the 2012 Canadian Olympic trials. Originally from Waterloo, Ontario, Conor now lives in downtown Toronto with his wife and daughter where they enjoy an active lifestyle. He is an avid health and fitness enthusiast who believes a balanced life is the key to physical and financial wellness.
With over 20 years’ experience in the financial industry, Joann brings exemplary interpersonal, communication, leadership and project management skills. She is an excellent problem solver and analytical thinker who is adaptable and flexible to changing priorities and competing demands. She loves to travel and experience new cultures.
Izabella is our resident marketing and graphics guru who is the amazing creator of pretty much anything you see online or in print for us. She hails from Brazil and is now a very free-spirited proud Canadian resident who loves to share the outdoors with her dog.
We are committed to providing you with the support you need in different life stages. Every service is tailored to your needs. Talk to one of our advisors today to understand how we can help you align your goals for financial success.
Our Family Office experience includes exclusive access to best-in-class professionals. We are committed to providing you with the support you need in all aspects of your comprehensive life plan.
Heather specializes in professional income tax advice and preparation for both individuals and corporations.
Richard’s areas of expertise include wills and estates, commercial and residential real estate law, and corporate law.
All services provided are contracted and invoiced independently, directly to you. Please openly discuss these transparent costs so that you can understand and appreciate the tremendous value you will be receiving.